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Measured Wealth Private Client Group’s Clear Secure YOU Stock Holding History

Measured Wealth Private Client Group’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-126
Closed -$4.21K – 782
2025
Q3 		$4.21K Buy
+126
New +$4.18K ﹤0.01% 609
2025
Q1 		– Sell
-8,517
Closed -$227K – 196
2024
Q4 		$227K Buy
+8,517
New +$257K 0.07% 161

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Measured Wealth Private Client Group's YOU Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Clear Secure (YOU) in Q4 2025, closing a stake of 126 shares — an estimated $4.21K sold.

Measured Wealth Private Client Group first reported a position in YOU in Q4 2024 and held it in 2 quarters. The position peaked at $227K in Q4 2024. 388 funds tracked by Wall St. Rank hold YOU as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining Clear Secure position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 126 Clear Secure shares in Q4 2025, an estimated $4.21K.
  • Measured Wealth Private Client Group first reported a position in Clear Secure in Q4 2024 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Clear Secure position peaked at $227K in Q4 2024.
  • 388 funds tracked by Wall St. Rank held Clear Secure as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.